The Ideas Lab: New Ways To Understand Global Markets

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The Fund

How China Manages Trillions in Shadow Reserves

Is An Economic Boom Coming?

Inflation in the Twenty-First Century Part III: A Circular Flow No Longer

Inflation in the Twenty-First Century Part II: Unintended Consequences

Inflation in the Twenty-First Century

Will Democracy and Capitalism Stay Married?

The US & China Stumble Into Accidental Conflict

Homecoming

Is India Broken?

SVB Carry Crash Increases Deflation Risk...But Not For Long

Overreach: How China Derailed Its Peaceful Rise

© 2025 Kevin Coldiron
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